Powell Investment Advisors’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Powell Investment Advisors’s Portfolio IEF Stock Details IEF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$49.6K	Buy	524 +23	+5%	+$2.18K	0.02%	157
2026 Q1	$47.8K	Hold	501	–	–	0.02%	164
2025 Q4	$48.2K	Hold	501	–	–	0.02%	161
2025 Q3	$48.3K	Hold	501	–	–	0.02%	161
2025 Q2	$48K	Hold	501	–	–	0.02%	155
2025 Q1	$47.8K	Hold	501	–	–	0.02%	137
2024 Q4	$46.3K	Hold	501	–	–	0.02%	147
2024 Q3	$49.2K	Buy	+501	New	+$48.4K	0.02%	138

Other funds holding IEF

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Peavine Capital Reno, Nevada $472M AUM 9.2% 1-Year Est. Return

WCM

Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Powell Investment Advisors's IEF Position: Q2 2026 in Review

Powell Investment Advisors increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 4.6% in Q2 2026, buying an estimated $2.18K and bringing the position to 524 shares worth $49.6K. The position accounts for 0.02% of the portfolio, ranked #157.

Powell Investment Advisors first reported a position in IEF in Q3 2024 and has held it in 8 quarters since. 755 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

Powell Investment Advisors held 524 shares of iShares 7-10 Year Treasury Bond ETF worth $49.6K as of Q2 2026.
Powell Investment Advisors bought 23 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $2.18K.
iShares 7-10 Year Treasury Bond ETF made up 0.02% of Powell Investment Advisors's portfolio in Q2 2026, its #157 holding.
Powell Investment Advisors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2024 and has held it in 8 quarters since.
755 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Powell Investment Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.